Canvas Wealth Advisors’s Prosperity Bancshares PB Stock Holding History

Canvas Wealth Advisors’s Portfolio PB Stock Details PB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$217K	Sell	2,950 -1,200	-29%	-$83.5K	0.03%	235
2026 Q1	$281K	Hold	4,150	–	–	0.05%	183
2025 Q4	$289K	Hold	4,150	–	–	0.05%	168
2025 Q3	$273K	Hold	4,150	–	–	0.05%	166
2025 Q2	$281K	Sell	4,150 -250	-6%	-$17.2K	0.06%	151
2025 Q1	$296K	Hold	4,400	–	–	0.08%	137
2024 Q4	$334K	Hold	4,400	–	–	0.08%	125
2024 Q3	$320K	Sell	4,400 -600	-12%	-$41.9K	0.09%	124
2024 Q2	$365K	Hold	5,000	–	–	0.11%	96
2024 Q1	$297K	Hold	5,000	–	–	0.1%	100
2023 Q4	$324K	Hold	5,000	–	–	0.12%	98
2023 Q3	$254K	Hold	5,000	–	–	0.1%	106
2023 Q2	$311K	Sell	5,000 -750	-13%	-$44.8K	0.12%	96
2023 Q1	$359K	Sell	5,750 -1,000	-15%	-$71.2K	0.15%	95
2022 Q4	$492K	Sell	6,750 -450	-6%	-$32.5K	0.21%	75
2022 Q3	$516K	Buy	+7,200	New	+$514K	0.22%	68

Other funds holding PB

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return

Shelton Wealth Management Fort Worth, Texas $253M AUM 34.47% 1-Year Est. Return

Lexington Hill Partners Dallas, Texas $206M AUM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return